WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 286 filers reported holding WADDELL & REED FINL INC in Q4 2015. The put-call ratio across all filers is 1.57 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $7,334,000 | -9.2% | 292,795 | -7.7% | 0.00% | -33.3% |
| Q4 2020 | $8,080,000 | +6.7% | 317,265 | -37.8% | 0.00% | 0.0% |
| Q3 2020 | $7,572,000 | -13.7% | 509,898 | -9.9% | 0.00% | -25.0% |
| Q2 2020 | $8,773,000 | +11.6% | 565,619 | -18.1% | 0.00% | 0.0% |
| Q1 2020 | $7,863,000 | -35.0% | 690,853 | -4.5% | 0.00% | -20.0% |
| Q4 2019 | $12,096,000 | -4.9% | 723,441 | -2.3% | 0.01% | -16.7% |
| Q3 2019 | $12,722,000 | -17.1% | 740,459 | -19.6% | 0.01% | -14.3% |
| Q2 2019 | $15,353,000 | -9.5% | 920,927 | -6.2% | 0.01% | -12.5% |
| Q1 2019 | $16,970,000 | -3.1% | 981,614 | +1.3% | 0.01% | -11.1% |
| Q4 2018 | $17,519,000 | -6.3% | 968,966 | +9.7% | 0.01% | +28.6% |
| Q3 2018 | $18,703,000 | +37.5% | 883,070 | +16.6% | 0.01% | +16.7% |
| Q2 2018 | $13,606,000 | -1.4% | 757,084 | +10.8% | 0.01% | 0.0% |
| Q1 2018 | $13,805,000 | +22.9% | 683,061 | +35.9% | 0.01% | +20.0% |
| Q4 2017 | $11,230,000 | +9.1% | 502,677 | -2.0% | 0.01% | 0.0% |
| Q3 2017 | $10,298,000 | +7.7% | 513,110 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $9,561,000 | +101.3% | 506,409 | +81.3% | 0.01% | +150.0% |
| Q1 2017 | $4,750,000 | 0.0% | 279,395 | +14.7% | 0.00% | -33.3% |
| Q4 2016 | $4,750,000 | +6.6% | 243,519 | -0.8% | 0.00% | +50.0% |
| Q3 2016 | $4,458,000 | +7.2% | 245,494 | +1.7% | 0.00% | 0.0% |
| Q2 2016 | $4,158,000 | -24.7% | 241,415 | +2.9% | 0.00% | -33.3% |
| Q1 2016 | $5,521,000 | -60.5% | 234,559 | -51.9% | 0.00% | -62.5% |
| Q4 2015 | $13,991,000 | -11.7% | 488,150 | +7.2% | 0.01% | -20.0% |
| Q3 2015 | $15,836,000 | -22.4% | 455,487 | +5.6% | 0.01% | -16.7% |
| Q2 2015 | $20,415,000 | -44.1% | 431,520 | -41.5% | 0.01% | -42.9% |
| Q1 2015 | $36,550,000 | +32.3% | 737,825 | +33.1% | 0.02% | +31.2% |
| Q4 2014 | $27,622,000 | -32.2% | 554,462 | -29.7% | 0.02% | -36.0% |
| Q3 2014 | $40,747,000 | -32.2% | 788,372 | -17.9% | 0.02% | -28.6% |
| Q2 2014 | $60,089,000 | -7.2% | 960,034 | +9.2% | 0.04% | -10.3% |
| Q1 2014 | $64,735,000 | +17.9% | 879,297 | +4.3% | 0.04% | +18.2% |
| Q4 2013 | $54,909,000 | +32.8% | 843,170 | +5.0% | 0.03% | +22.2% |
| Q3 2013 | $41,335,000 | +37.7% | 802,944 | +16.4% | 0.03% | +28.6% |
| Q2 2013 | $30,011,000 | – | 689,966 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 441,364 | $22,721,419,000 | 3.06% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,814,134 | $196,351,618,000 | 2.58% |
| NEW AMSTERDAM PARTNERS LLC/NY | 1,065,942 | $54,874,000 | 1.83% |
| Channing Capital Management, LLC | 425,495 | $21,904,000 | 1.61% |
| HERMES INVESTMENT MANAGEMENT LTD | 853,827 | $43,955,000 | 1.48% |
| TIVERTON ASSET MANAGEMENT LLC | 950,000 | $48,906,000 | 1.18% |
| STERNE AGEE GROUP, INC. | 55,339 | $2,849,000 | 1.10% |
| LOMBARDIA CAPITAL PARTNERS LLC | 563,530 | $29,011,000 | 0.94% |
| PINNACLE ASSOCIATES LTD | 832,595 | $42,862,000 | 0.89% |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 1,449,350 | $74,613,000 | 0.87% |